< Back To Search Results

CALL : 864-233-7405

Sherri White, CPA/PFS, CKA®

Sr. Private Wealth Advisor
Greenville, SC

Sherri White is a Sr. Private Wealth Advisor for the Private Wealth division of Ronald Blue Trust and serves her clients out of the office in Greenville, South Carolina.

As an experienced wealth advisor to individuals, families, and businesses, Sherri uses her objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. Her goal is to help those she serves focus on the things that matter most to them. Sherri and her team integrate financial planning, investment management, and trust services into financial plans tailored to her clients’ needs.

Prior to joining Ronald Blue Trust, Sherri was a Senior Advisor and member of the Leadership Team at PlanFIRST℠.

Sherri graduated from Wake Forest University with a Bachelor of Science in Accounting. She is a Certified Public Accountant, Personal Financial Specialist, and Certified Kingdom Advisor®.

As an active member of the community, Sherri is a past President of the Board of the Greater Easley Chamber of Commerce, current Board Member and Program Committee Co-chair for the Greenville Chapter of the Accounting and Financial Women’s Alliance, and a member of the American Institute of Certified Public Accountants and the South Carolina Association of Certified Public Accountants.

Sherri and her husband, Jeff, have one daughter and live in Greenville, SC.


Copyright 2020 RonaldBlueTrust